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Nauticare

The Task Board

How the three-column Overview board works, including dragging tasks between To do, In progress and Done, and the Move to menu on a phone.

  • Management
  • Captain & crew

Tasks → Overview shows the yacht's tasks as a board of three columns:

  • To do — tasks not started yet.
  • In progress — tasks someone has picked up.
  • Done — completed tasks. This column is deliberately short: its chip reads Last 7 days and it only lists tasks completed in the last week. The full record is on Tasks → History.

Each card shows the task name, its tags, a priority marker, the due date and the avatars of its assignees. Clicking a card opens the Task Details dialog. The red bin button on a card asks for confirmation and then deletes the task; it appears only for users who may delete tasks, and only while the task is still open. On completed cards in Done, an archive button appears instead for users who may delete tasks.

Moving and reordering

Drag a card to move it. Drop it on another card to place it directly above that card — in the same column that just changes the order, and in a different column it also changes the task's status. An empty column accepts a card dropped onto it. The order you set is kept for everyone looking at the yacht.

Two things stop a drag:

  • Cards cannot be dragged unless you hold permission to edit tasks, and completed cards never move.
  • While a search or filter is active, dragging is switched off — otherwise you would be reordering a list you cannot fully see. Clear the filters to rearrange again.

Dropping a card on Done — or choosing Done from the phone menu — does not silently complete it. It opens the Close and sign Task dialog, which needs at least one person in Task completed by before the task can be signed off, and it only works if you may complete tasks.

On a phone

On a phone the board shows one column at a time — swipe sideways to move between To do, In progress and Done. Cards cannot be dragged there. Instead, each open card has a small arrow button (Move to) that lists the other columns; pick one to move the task. The button appears only for users who may edit tasks, and Done is listed only for those who may also complete them.

Adding from the board

The To do and In progress column headers each carry a + button that opens the Add Task form for that column. The Done column has no such button — tasks reach it by being completed.

Arriving from an alert

Alerts on the dashboard and on the Notifications and Alerts page link into this page but show a plain table instead of the board: Open tasks lists every task that is not yet completed, and Overdue tasks narrows that to the ones whose due date has already passed. Both offer the same search, filters and row actions as the other task lists. When the alert counted your own tasks, the Assignee filter starts with you ticked.

Yachts running the on-board app

On a yacht run from the on-board Nauticare app the board is read-only: cards cannot be dragged, the + buttons, the bin and archive buttons and the phone's Move to button are hidden, and the Task Details dialog opens without its edit actions.